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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,665 | $71,208-28.9% | $93,681-45.9% | $80,911-37.4% |
| Participation rate | 44.9% | 60.4%-15.5pp | 68.7%-23.8pp | 67.6%-22.7pp |
| Annual return | 9.11% | 11.27%-2.2pp | 133.47%-124.4pp | 35.63%-26.5pp |
| Employer contribution / active EE | $980 | $1,564-37.4% | $2,422-59.6% | $2,756-64.4% |
| Participant deferral / active EE | $2,483 | $4,035-38.5% | $4,415-43.8% | $4,297-42.2% |
| Admin fee / account holder | $1,702 | $6,951-75.5% | $8,290-79.5% | $6,935-75.4% |